Filed May 24, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC7 years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $31,415 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 500 MAMARONECK AVE STE 301 · HARRISON, NY 10528 | Accounting | $15,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $7,967 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,715 | $95,274+101.2% | $135,903+41.1% | $74,419+157.6% |
| Participation rate | 98.9% | 78.2%+20.7pp | 81.9%+17.0pp | 70.7%+28.1pp |
| Annual return | 23.25% | 32.77%-9.5pp | 68.23%-45.0pp | 34.38%-11.1pp |
| Employer contribution / active EE | $3,921 | $3,874+1.2% | $4,856-19.2% | $2,637+48.7% |
| Participant deferral / active EE | $10,718 | $7,782+37.7% | $7,758+38.2% | $4,528+136.7% |
| Admin fee / account holder | $83 | $266-68.8% | $10,762-99.2% | $348-76.1% |